Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Farrelly is an investment advisor representative who is currently registered with Oneamerica Securities, Inc. Brendan has over 13 years of experience in the financial services industry. Brendan has a broad range of experience, having previously worked at firms such as MML Investors Services, LLC, Hornor, Townsend & Kent, Inc., and Park Avenue Securities LLC. Brendan offers a range of financial planning and investment management services to individuals, businesses, and retirement plans. Brendan is committed to providing personalized advice and guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
11/28/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CA
02/28/2018 - 11/16/2022
MML INVESTORS SERVICES, LLC (LA JOLLA CA)
CA
05/22/2014 - 02/08/2018
HORNOR, TOWNSEND & KENT, INC. (LA JOLLA CA)
CA
05/04/2009 - 05/08/2014
PARK AVENUE SECURITIES LLC (SAN DIEGO CA)
BC
Issued 11/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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